10Q Detective

Investors often overlook SEC filings, and it is the job of the 10Q Detective to dig through businesses’ 8-K and 10-Q SEC filings, looking for financial statement ‘soft spots,'(depreciation policies, warranty reserves, and restructuring charges, etc.)that may materially impact Quality of Earnings.

Wednesday, June 11, 2014

Conatus Pharma Breaks From Intercept's Shadow?

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Bloggers and traders alike are scratching their heads, looking for answers as to why Conatus Pharmaceuticals (CNAT) is up more than 48%...
Friday, May 02, 2014

Agios Impresses With Leukemia Drug: Investor Beware

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Agios Pharmaceuticals (AGIO-$43.35)   moved substantially higher in price last month after   reporting   Phase 1 data demonstrating that ...

Biotech Losers of 2013: AVEO, INFI, AFFY, and ARIA -- Where Are They Now?

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Despite having lost more than 90% of its market valuation in the last 21 months, AVEO Pharma’s (AVEO-$1.24)  management believes it can d...
Thursday, April 03, 2014

AbbVie's IV Lifeline Still Humira

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Investors in AbbVie (ABBV-$53.34) are reminded each quarterly earnings release of the continued importance of Humira to the drug maker...
Tuesday, March 18, 2014

AbbVie Hums with Humira

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AbbVie (ABBV - $53.10) Chief executive Rick Gonzalez told analysts on the   fourth-quarter earnings call  that management expects global...
1 comment:

Pfizer's Strategic Move into Opioid Analgesics

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Pfizer's (PFE-$31.93) management stated during the  fourth-quarter 2013 earnings call   last month that a move toward opioid analgesi...

Ignore the Zogenix Buzz

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Though Zogenix (ZGNX-$3.55) is entering a chronic pain market with estimated annual sales worth an estimated $15.5 billion, the market i...
Thursday, February 20, 2014

Progenics Pharmaceuticals: New Front in War Against Cancer

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Investors’ bearish sentiment that further testing of the clinical utility of Progenics Pharma’s (PGNX-$5.00) PSMA-ADC might be pointless...
Monday, February 17, 2014

The New Old Yahoo Under Marissa Mayer

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Yahoo (YHOO-$38.23) continues to fall further behind Google (GOOG) and Microsoft (MSFT) in organic growth for inquiring eyes (and pote...
Monday, February 10, 2014

Lobbying Momentum to Drive Pharmacyclics Success?

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In addition to hard science, lobbying momentum could be another catalyst driving sales of Pharmacyclics (PCYC-$131.38) new blood cancer ...
Saturday, January 25, 2014

Pharmacyclic's Imbruvica: New Hope for Cancer Patients

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Imbruvica, by  Pharmacyclics (PCYC-$135.20),  received accelerated approval for MCL based on a study where 111 participants were given I...
1 comment:
Saturday, January 11, 2014

Checking for Signs of Life at Vivus

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Led by new chief executive Seth Fischer, Vivus (VVUS-$9.18) is walking a new path with its erectile dysfunction (ED) drug Stendra (ava...
Monday, December 23, 2013

SolarCity's Bright Growth Prospects

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Founded in 2006 with the initial objective of selling solar energy systems outright, SolarCity (SCTY-$55.60) has since embraced the conc...
Wednesday, December 18, 2013

Frosty Future for Erectile Dysfunction Drugs

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A recent report published by Transparency Market Research has cast a pall on the future profitability of the PDE5 inhibitor sex drug clas...
1 comment:
Monday, November 25, 2013

J&J's Remicade Versus Inflectra

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Johnson & Johnson (JNJ-$95.63) isn’t waiting until decade’s end to expand its offering of anti-inflammatory therapies: to refresh th...
1 comment:
Tuesday, November 19, 2013

Celgene Grows Beyond Cancer Products

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Although growth prospects for Celgene’s (CELG-$154.44) oncology franchise remain strong, the product portfolio remains highly concentra...
Saturday, November 16, 2013

Roche Holding More than Oncology Franchise

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Notwithstanding safety concerns and narrow therapeutic labeling, Roche Holding’s (RHHBY-$69.63) rheumatoid arthritis treatment Actmera h...
Sunday, November 03, 2013

Managing Weight-Loss Expectations at Arena Pharmaceuticals

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The current market potential for Arena Pharmaceuticals’ (ARNA-$4.39) weight-loss drug Belviq here in the U.S. is approximately $1.0 bill...
Wednesday, October 30, 2013

Gold Mining Values in a Bear Market

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Despite cuts to cap-ex and exploration, Citigroup data reveals that gold majors like Barrick Gold (ABX) , Goldcorp (GG) , and Yamana Gold...
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Wednesday, October 16, 2013

Prospects Not Terminal for Endocyte's Cancer Drug Vintafolide

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Following an interim analysis, Endocyte (ECYT-$11.40) reported last Thursday that the independent Drug Safety Monitoring Board (DSMB) ad...
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About Me

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David J. Phillips
Prior to founding the 10Q Detective, I held equity analyst positions with three brokerage firms and published the investment newsletter e-Growth Profit Letter - dedicated to uncovering companies with innovative, proprietary technologies in a range of industries. My work has been published in The Dick Davis Digest, The Bull & Bear Financial Report, BusinessWeek, CBS Interactive, Forbes, Kiplingers Personal Finance, MSN Money, TheStreet.com, 24/7 Wall Street, The Wall St. Journal, The International Herald Tribune, and Investors Business Daily. The 10Q Detective is recommended as a 'Must-Read' money blog in Kiplingers (Oct. 2006 & May 2008), Washington Post (May 2009); a 'Best of Financial Blog' by BusinessWeek (Feb. 2007 & April 2008),a 'Smart Stop' by The Journal of Accountancy (March 2008); 'Top 25' by Time magazine, a 'Top 50 Money Blog' by CurrencyTrading.net (April 2008); and, a 2011 LexisNexis Business Law Blog Nominee.
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